Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.UPDATE: The next live Q&A will be Monday, November 2nd at 7 PM. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things Can a TIPS Allocation raise my Safe Withdrawal Rate? – SWR Series Part 66 (Early Retirement Now) Why Your Next Withdrawal May Cost More Than You Expect...
13 days ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.UPDATE: The next live Q&A will be Monday, October 19th at 7 PM. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things Forty-Five Minutes to Write (Joe Posnanski) Social Security Is Running Out of Time. What Happens Then? (Morningstar) The Mini Arc of Lifetime Tax Planning (FI Tax...
20 days ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.UPDATE: The next live Q&A will be Monday, October 19th at 7 PM. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things The High Price of Feeling Safe (Safal Niveshak) 4 Practical Uses of TIPS in the Portfolio (Advisor Perspectives) Medicare Open Enrollment and Coverage Options:...
26 days ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.UPDATE: The next live Q&A will be Monday, October 5th at 7 PM. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things Can the new Bill Bengen Portfolio Increase My Withdrawal Rate to 4.7%? – SWR Series Part 65 (Early Retirement Now) A Brutal Bond Market (A Wealth of Common Sense)...
about 1 month ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.UPDATE: The next live Q&A will be Monday, October 5th at 7 PM. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things Is All the Hype Around Roth IRA Conversions Justified? (Can I Retire Yet?) You May Not Get to Choose When You Retire (Retirement Researcher) The RMD Mistakes That...
about 1 month ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.UPDATE: The next live Q&A will be Monday, September 21st at 7 PM. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things Four myths about women investors (Vanguard) "End of Plan" – A Vital Financial Planning Decision (The Best Interest) What Was the Best Portfolio Over the Last 50...
about 2 months ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.UPDATE: The next live Q&A will be Monday, September 21st at 7 PM. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things A TIPS Ladder in a Single ETF? (Oblivious Investor) The End of a Golden Era For Investors (A Wealth of Common Sense) Monte Carlo Simulation in Retirement...
about 2 months ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.UPDATE: I've decided to take a short break from the Live Q&A and FQF videos. I'll still be publishing other videos and even doing some live shows that focus on specific topics. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things 4 Alternative Retirement Paths And How Advisors...
2 months ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.UPDATE: I've decided to take a short break from the Live Q&A and FQF videos. I'll still be publishing other videos and even doing some live shows that focus on specific topics. You can subscribe to the YouTube channel where the show is broadcast here. Your Book Recommendations 3 Things Why Do Passkeys Prevent Phishing? (Oblivious...
2 months ago • 2 min read